Report Designer: Column mode

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In the designer grid you can change to Column mode to define the properties and formatting that apply to one or more columns.

column prop section

Select a column, or multiple columns in the grid to open the Column Properties section in the Design Tools frame. (To select multiple columns, you can press and hold the CTRL key and click the column letter buttons at the top of each column in the design grid.)

See also: Report Designer, overview

The Column Properties section of the Design Tools frame includes the following fields and checkboxes.

Current Focus

  • Region. Displays the region that corresponds to the current selection.
  • Column. Displays the column reference letter that corresponds to the current selection in the design grid.

Column Properties

  • Contents. Enter text or click the Formula Insert formula button button to create and insert a Formula. Contents entered in Column Properties flow to each cell in the selected column(s).
  • Period. Select the symbol or code that specifies the time period(s) from which to pull amounts (for example, CP-Current period, CY-Current year-to-date, CT-Current year total, and so forth). Click the Select Period Select Period button button to open the Period dialog to view a complete list of period indicators and to create formulas.
  • Amount type. Specify an actual amount or select the balance, debit, or credit amount type. (The debit and credit amount types, for example, are frequently used in statements of cash flow.)
  • Basis. For accounting reports only. Select the basis from the drop-down list: Unadjusted, Adjusted, Report, Tax, Other, Budget, Adjusted Budget, and so forth.
  • Segments. Select a segment from a list of available segments that have been set up for the client in the Setup > Account Segments screen.
  • Title column (checkbox). To specify that the selected column is a title column, mark this checkbox. Title columns are automatically repeated on subsequent pages of a report and are commonly used for columns that include row-name text.
  • Print zeros (checkbox). To specify that the selected column(s) should print even if all amounts in the row are zero, mark this checkbox. Otherwise, zero-amount columns are not shown in a report.
  • Print total amount. To include the total amount for the amount variables in the selected column(s), mark this checkbox. This setting flows to each cell in the selected column(s).
  • Optional section (checkbox). To include a column section in the report that you can optionally choose to include or exclude from the report at print time, mark this checkbox and also specify a name for the optional section.
  • Print by default (checkbox). To include the optional section by default at print time, mark this checkbox. Otherwise, it will be excluded by default at print time.

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